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Eaton Vance Tax-Advantaged Dividend Income Fund

EVT
Exchange
NYSE
SEC CIK
0001253327

No open-market purchases or sales by Eaton Vance Tax-Advantaged Dividend Income Fund insiders were filed in the last 90 days; 157 institutions reported holding it in 13F filings for Q2 2026, worth $391.6M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Eaton Vance Tax-Advantaged Dividend Income Fund as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
119
No complete 13F data for Q4 2020
Shares held
9.92M
No complete 13F data for Q4 2020
Total value
$260.8M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting EVT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 119 institutions
Q1 2021: 119 institutionsQ2 2021: 110 institutionsQ3 2021: 111 institutionsQ4 2021: 122 institutionsQ1 2022: 113 institutionsQ2 2022: 110 institutionsQ3 2022: 111 institutionsQ4 2022: 120 institutionsQ1 2023: 113 institutionsQ2 2023: 109 institutionsQ3 2023: 110 institutionsQ4 2023: 118 institutionsQ1 2024: 126 institutionsQ2 2024: 125 institutionsQ3 2024: 131 institutionsQ4 2024: 131 institutionsQ1 2025: 135 institutionsQ2 2025: 145 institutionsQ3 2025: 143 institutionsQ4 2025: 149 institutionsQ1 2026: 146 institutionsQ2 2026: 157 institutions
Value heldQ1 2021: $260.8M
Q1 2021: $260.8MQ2 2021: $281.6MQ3 2021: $266.8MQ4 2021: $286.0MQ1 2022: $288.3MQ2 2022: $241.6MQ3 2022: $230.4MQ4 2022: $239.6MQ1 2023: $236.1MQ2 2023: $248.0MQ3 2023: $244.5MQ4 2023: $281.3MQ1 2024: $323.3MQ2 2024: $317.1MQ3 2024: $332.3MQ4 2024: $330.0MQ1 2025: $315.2MQ2 2025: $331.0MQ3 2025: $337.3MQ4 2025: $348.6MQ1 2026: $337.8MQ2 2026: $391.6M
Institutions holding EVT and their total value by quarter
QuarterHoldersValue
Q2 2026157$391.6M
Q1 2026146$337.8M
Q4 2025149$348.6M
Q3 2025143$337.3M
Q2 2025145$331.0M
Q1 2025135$315.2M
Q4 2024131$330.0M
Q3 2024131$332.3M
Q2 2024125$317.1M
Q1 2024126$323.3M
Q4 2023118$281.3M
Q3 2023110$244.5M
Q2 2023109$248.0M
Q1 2023113$236.1M
Q4 2022120$239.6M
Q3 2022111$230.4M
Q2 2022110$241.6M
Q1 2022113$288.3M
Q4 2021122$286.0M
Q3 2021111$266.8M
Q2 2021110$281.6M
Q1 2021119$260.8M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Dividend Income Fund.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding EVT in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC1$00.00%––
Assetmark, Inc150$4.00K0.00%––
Hudock, Inc.196$5.00K0.00%––
Pacitti Group Inc.200$5.00K0.00%––
Ellis Investment Partners, LLC298$8.00K0.00%––
Sonora Investment Management, LLC400$11.0K0.00%––
Capital Analysts, LLC415$11.0K0.00%––
International Assets Investment Management, LLC475$11.0K0.00%––
Ameritas Investment Company, LLC549$14.4K0.00%––
AdvisorNet Financial, Inc750$20.0K0.00%––
Quadrant Capital Group LLC800$21.0K0.00%––
Roble, Belko & Company, Inc909$24.0K0.01%––
First Manhattan Co1,000$26.0K0.00%––
GPS Wealth Strategies Group, LLC1,006$26.0K0.01%––
Aspire Private Capital, LLC1,040$27.0K0.01%––
Eudaimonia Partners, LLC1,012$27.0K0.01%––
Barrett Asset Management, LLC1,101$29.0K0.00%––
Evoke Wealth, LLC1,095$29.0K0.00%––
FormulaFolio Investments, LLC1,080$30.0K0.01%––
Northwestern Mutual Wealth Management Co1,450$38.0K0.00%––
CWM, LLC1,464$40.0K0.00%––
NEXT Financial Group, Inc1,800$47.0K0.00%––
Bessemer Group Inc1,852$49.0K0.00%––
Pinnacle Bancorp, Inc.2,110$55.0K0.03%––
Fifth Third Bancorp2,250$59.0K0.00%––
Harbour Investments, Inc.2,350$62.0K0.00%––
Endurance Wealth Management, Inc.2,500$66.0K0.01%––
Jacobi Capital Management LLC2,643$69.0K0.01%––
Valley Brook Capital Group2,800$73.0K0.07%––
Allred Capital Management, LLC2,958$77.7K0.04%––
WealthShield Partners, LLC3,405$89.0K0.02%––
Wealthcare Advisory Partners LLC3,465$91.0K0.01%––
Focused Wealth Management, Inc3,693$97.0K0.02%––
Investors Research Corp4,500$118.0K0.04%––
Geneos Wealth Management Inc.4,394$119.0K0.00%––
Rockefeller Capital Management L.P.5,825$153.0K0.00%––
US Bancorp6,760$178.0K0.00%––
WealthTrust Axiom LLC7,712$202.0K0.07%––
Institute for Wealth Management, LLC.7,749$204.0K0.04%––
Acorn Wealth Advisors, LLC7,951$209.0K0.15%––
GWM Advisors LLC8,008$210.0K0.01%––
Mercer Global Advisors Inc8,038$211.0K0.00%––
Xcel Wealth Management, LLC8,226$216.0K0.08%––
Ahrens Investment Partners LLC8,300$218.0K0.11%––
Raymond James Trust N.A.8,417$221.0K0.01%––
David J Yvars Group8,660$227.0K0.14%––
Snowden Capital Advisors LLC9,196$241.6K0.01%––
First Republic Investment Management, Inc.9,385$247.0K0.00%––
National Asset Management, Inc.9,416$248.0K0.01%––
Citigroup Inc9,491$249.0K0.00%––
Buckingham Strategic Wealth, LLC9,720$255.0K0.01%––
Kestra Advisory Services, LLC9,773$257.0K0.00%––
180 Wealth Advisors, LLC9,294$259.0K0.06%––
Kayne Anderson Rudnick Investment Management LLC10,000$263.0K0.00%––
SMH Capital Advisors Inc10,122$266.0K0.59%––
Meridian Wealth Management, LLC10,206$268.0K0.04%––
Founders Financial Alliance, LLC10,651$280.0K0.14%––
TCF National Bank11,000$289.0K0.03%––
Wealth Alliance Advisory Group, LLC11,572$304.0K0.16%––
Spire Wealth Management11,871$309.0K0.01%––
Financial Advocates Investment Management12,312$323.0K0.02%––
Truist Financial Corp13,335$350.0K0.00%––
North Star Investment Management Corp.13,415$352.0K0.03%––
Laidlaw Wealth Management LLC13,750$361.0K0.12%––
Private Portfolio Partners LLC13,940$366.2K0.12%––
Fiduciary Trust Co14,150$372.0K0.01%––
The PNC Financial Services Group, Inc.15,579$409.0K0.00%––
Kestra Private Wealth Services, LLC16,198$426.0K0.03%––
Shaker Financial Services, LLC16,644$437.0K0.17%––
Sowell Financial Services LLC18,557$523.0K0.02%––
Hennion & Walsh Asset Management, Inc.20,393$536.0K0.03%––
Stonebridge Financial Planning Group, LLC20,058$537.0K0.31%––
MML Investors Services, LLC21,018$552.0K0.01%––
Penbrook Management LLC21,239$558.0K0.40%––
Eaton Vance Management22,230$584.0K0.00%––
Cetera Advisor Networks LLC22,562$593.0K0.01%––
Davenport & Co LLC22,974$604.0K0.01%––
Accel Wealth Management24,035$631.0K0.51%––
Invesco Ltd.24,275$638.0K0.00%––
Live Oak Private Wealth LLC24,589$646.0K0.16%––
Denver Wealth Management, Inc.26,392$765.0K0.81%––
J.W. Cole Advisors, Inc.31,600$830.0K0.08%––
Mariner, LLC33,144$871.0K0.01%––
Cetera Advisors LLC33,157$871.0K0.02%––
Creative Planning33,392$877.0K0.00%––
Encompass Wealth Advisors, LLC31,455$878.0K0.22%––
Deutsche Bank AG43,940$1.15M0.00%––
Hollencrest Capital Management45,340$1.19M0.11%––
Oppenheimer & Co Inc45,914$1.21M0.02%––
Raymond James Financial Services Advisors, Inc.47,228$1.24M0.00%––
Janney Montgomery Scott LLC50,896$1.34M0.01%––
Ameriprise Financial Inc51,574$1.35M0.00%––
HighTower Advisors, LLC59,686$1.57M0.00%––
AE Wealth Management LLC62,026$1.63M0.02%––
Morris Retirement Advisors, LLC64,084$1.68M1.59%––
Cambridge Investment Research Advisors, Inc.65,292$1.72M0.01%––
Steward Partners Investment Advisory, LLC73,437$1.93M0.03%––
Stifel Financial Corp74,386$1.95M0.00%––
1776 Wealth LLC74,617$1.96M1.24%––
Advisors Asset Management, Inc.76,059$2.00M0.03%––